To: Kirk Vanden who wrote (88 ) 1/3/2000 1:59:00 AM From: Gerald R. Lampton Read Replies (1) | Respond to
Anyone else still in the Lexington Troika Dialog Russia Fund? russiatoday.com ), with which I'm sure everyone here is familiar. They provide good current events coverage from various sources, but the depth of analysis is not really there. I also get the impression they are pro-government.stratfor.com ), which recently did an analysis of Russia's projected course of over the next ten years ( stratfor.com ) as well as of Yeltsin's resignation ( stratfor.com ). Stratfor seems pretty dead on when it comes to calling the geopolitical scene and the importance of Putin. However, what I find missing is any in depth analysis of the economic program and investment ramifications. Stratfor also seems unduly pessimistic, but that's just my hunch.pravitelstvo.gov.ru is talking out of both sides of his mouth, and assuming it is not totally propaganda to begin with, it's hard to get a really solid fix on what he will do.cbs.marketwatch.com ), but its hard to say whether he's right or just being optimistic.lot of money in this fund if things go right, which they seem to be at present. But it's hard to tell, since, although Putin says the right things about wanting to go in a market-oriented, pro-reform direction, Stratfor says market liberalism has failed and has already been discarded. My own impression is that it hasn't yet been tried because Yeltsin was incompetent and the Communists in the Duma have blocked everything he's tried to do of a positive nature.
